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Portfolio (Quarterly) Guide ↗

MARSHALL WACE, LLP

· CIK 0001318757
13F Portfolio $100.4B AUM 6,623 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 928 New 1171 Added 969 Reduced 697 Exited
Page 53 of 59  ·  1,171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 U PUT UNITY SOFTWARE I Technology 34,400.0 $755K 0.00% +25K +262.1% $21.94 +23.8%
1042 BRIGHTSTAR LOTTE 59,160.0 $754K 0.00% +9K +16.8% $12.74
1043 VRCA VERRICA PHARMACE Healthcare 140,497.0 $743K 0.00% +55K +65.0% $5.29 +11.0%
1044 ECARX HOLDINGS I 758,117.0 $743K 0.00% +510K +205.9% $0.98
1045 STRW STRAWBERRY FIELD Real Estate 61,511.0 $732K 0.00% +17K +39.6% $11.90 +9.7%
1046 NEM CALL NEWMONT CORP Basic Materials 6,700.0 $725K 0.00% +7K +6600.0% $108.25 +0.7%
1047 EDN EMP DISTRIB-ADR Utilities 23,995.0 $720K 0.00% +14K +129.2% $30.02 -25.3%
1048 DTM DT MIDSTREAM Energy 5,200.0 $700K 0.00% +2K +61.7% $134.67 +10.0%
1049 ILPT INDUSTRIAL LOGIS Real Estate 123,128.0 $699K 0.00% +40K +48.8% $5.68 +38.4%
1050 CENX CENTURY ALUMINUM Basic Materials 11,754.0 $690K 0.00% +5K +70.0% $58.69 -6.4%
1051 CRSR CORSAIR GAMING I Technology 124,038.0 $688K 0.00% +78K +168.4% $5.55 +21.1%
1052 HAMILTON INSUR-B 22,852.0 $682K 0.00% +9K +70.5% $29.83
1053 TRDA ENTRADA THERAPEU Healthcare 53,764.0 $679K 0.00% +33K +160.3% $12.62 -53.3%
1054 EWBC EAST WEST BNCRP Financial Services 6,180.0 $660K 0.00% +1K +28.9% $106.76 +11.8%
1055 REPOSITRAK INC 86,092.0 $654K 0.00% +8K +10.9% $7.60
1056 FXNC FIRST NAT CRP/VA Financial Services 24,270.0 $653K 0.00% +282.0 +1.2% $26.92 -1.3%
1057 JILL J. JILL INC Consumer Cyclical 56,856.0 $652K 0.00% +15K +36.0% $11.46 +3.7%
1058 TRUBRIDGE INC 44,182.0 $647K 0.00% +2K +5.0% $14.64
1059 BWEN BROADWIND INC Industrials 297,451.0 $619K 0.00% +16K +5.7% $2.08 +82.2%
1060 GRBK GREEN BRICK PART Consumer Cyclical 9,511.0 $613K 0.00% +1K +16.1% $64.45 -3.8%
Page 53 of 59  ·  1,171 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Consumer Cyclical 16.0%
Healthcare 14.1%
Financial Services 9.9%
Industrials 7.6%
Communication Services 6.4%
Energy 5.6%
Consumer Defensive 5.0%
Basic Materials 2.7%
Utilities 2.3%